NVIDIA’s GPUs and SK hynix’s HBM currently dominate the AI computing landscape. But the industry is already looking beyond HBM as new memory technologies emerge to address the growing bottleneck of data movement. According to South Korean outlet Global Economic News, as large-scale AI models exp...

Conflict in the Middle East triggered by tensions between the U.S. and Iran is rattling energy markets, raising concerns for the semiconductor industry. According to Commercial Times, as demand for AI chips surges, the industry’s reliance on stable power supplies continues to grow. For example, TS...

Ahead of NVIDIA’s GTC next week, all eyes are on the HBM4 supply for its next-gen AI accelerator, Vera Rubin, set for release in the second half of the year. Hankyung, citing industry sources, reports that Samsung Electronics and SK hynix are on the component supplier list. With HBM4 production ta...

The U.S. is proposing further restrictions on Chinese semiconductors. According to Hankyung, citing sources from legal analysis platform Lexology, the Federal Acquisition Regulatory Council (FAR) has proposed a rule that would ban federal procurement of products, components, and services containing ...

On February 25, global memory leader SK hynix announced that its board of directors has approved an additional investment of approx. KRW 21.6 trillion (~ USD 15 billion) for its first semiconductor fabrication plant by the end of December 2030. The funds will be used to finalize construction of t...